Institutional Ownership Invesco ETF Tr Ii S&P Global W (CGW)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Global W (CGW). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 6.5 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
940,770
shares
|
$52.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
522,620
shares
|
$29.2 Million
2.93% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
475,235
shares
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
416,341
shares
|
$23.3 Million
2.03% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
344,916
shares
|
$19.3 Million
0.04% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
312,571
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Added 44.67%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
215,800
shares
|
$12.1 Million
5.59% of portfolio
|
Q3 2021
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
155,892
shares
|
$8.72 Million
0.0% of portfolio
|
Q4 2024
Added 43.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
143,897
shares
|
$8.05 Million
0.0% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
116,426
shares
|
$6.51 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
112,017
shares
|
$6.26 Million
0.02% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
100,721
shares
|
$5.63 Million
0.01% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
99,617
shares
|
$5.57 Million
1.61% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
91,688
shares
|
$5.13 Million
3.08% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
90,158
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
89,380
shares
|
$5 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
80,497
shares
|
$4.5 Million
0.04% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
77,600
shares
|
$4.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
71,502
shares
|
$4 Million
1.17% of portfolio
|
Q4 2024
Reduced 25.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
66,134
shares
|
$3.7 Million
0.1% of portfolio
|
Q4 2023
Added 3.03%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
66,076
shares
|
$3.69 Million
0.11% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
61,694
shares
|
$3.45 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
61,607
shares
|
$3.44 Million
0.04% of portfolio
|
Q4 2024
Added 51239.17%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
58,517
shares
|
$3.27 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
58,500
shares
|
$3.27 Million
0.02% of portfolio
|
Q4 2024
New holding
|